Jeff has owned and operated a private wealth management firm as an associate of Desjardins Financial Security Independent Network and Investments Inc since 2010. From 2006-2009 he worked for the Treasury Services Division of the Bank of New York Mellon.
He is a holder of the prestigious Chartered Investment Manager designation and is an Investment Fund Advisor, and Life & Health Insurance Advisor.
With partners in Real Estate, Legal, Accounting, and a specialty in Responsible Investment and Portfolio Strategies, Jeff and his team provide Bespoke Financial Strategies & Solutions for Private and Corporate Clients in Nova Scotia, Ontario, and Alberta.
Currently Board Positions:
President of the Avon Chamber of Commerce
Director of Glooscap Ventures Inc
Director of Wayfarers Ale Ltd.
Jeff is also a professional studio & live bassist currently touring with multi-award winning country music artist JD Clarke.
He and his wife Nicole live in Falmouth, NS with their daughter Morgan.
At Dewolfe Park. Bedford, NS